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Bank of America
BAC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1376
Delta Asset Management
Tennessee
$162K +$1.49K +100 +1%
WAS
1377
WESPAC Advisors SoCal
California
$162K – – –
WP
1378
WealthPLAN Partners
Nebraska
$161K -$207K -13,908 -58%
AFWA
1379
Ancora Family Wealth Advisors
Ohio
$161K -$78.2K -5,250 -34%
TSW
1380
Thompson Siegel & Walmsley
Virginia
$161K -$8.56K -575 -5%
MGIA
1381
Moneta Group Investment Advisors
Missouri
$161K – – –
EWA
1382
EP Wealth Advisors
California
$160K -$21.3K -1,433 -12%
SC
1383
SRB Corp
Massachusetts
$159K +$5.85K +393 +4%
CM
1384
Cornerstone Management
Georgia
$158K -$2.12K -142 -1%
ST
1385
Sphinx Trading
Illinois
$158K -$59.6K -4,000 -28%
SS
1386
Simplicity Solutions
Minnesota
$158K -$25.5K -1,711 -14%
PCM
1387
Palisade Capital Management
New Jersey
$158K – – –
GEM
1388
Global Endowment Management
North Carolina
$158K +$151K +10,110 New
TBA
1389
Tower Bridge Advisors
Pennsylvania
$157K +$150K +10,046 New
JIC
1390
Joel Isaacson & Co
New York
$157K -$3.78K -254 -2%
CCMG
1391
Clark Capital Management Group
Pennsylvania
$157K – – –
SIG
1392
Schooner Investment Group
Pennsylvania
$156K -$223K -15,000 -60%
LOT
1393
Lombard Odier Transatlantic
Quebec, Canada
$156K -$71.5K -4,800 -32%
SIC
1394
Salem Investment Counselors
North Carolina
$151K +$135K +9,033 +0.9%
VNA
1395
Valley National Advisers
Pennsylvania
$149K -$1.42K -95 -1%
HW
1396
Hedeker Wealth
Illinois
$144K -$2.65M -177,744 -99%
MSFP
1397
Mark Sheptoff Financial Planning
Connecticut
$141K -$4.47K -300 -3%
HPBT
1398
High Point Bank & Trust
North Carolina
$139K – – –
VIA
1399
Vantage Investment Advisors
Pennsylvania
$138K -$91.9K -6,174 -41%
TC
1400
Trust Company
Kansas
$138K -$11.2K -750 -8%
54 55
56
57 58